Because of the accumulation benefits of tax deferral, many individuals have successfully created substantial IRA or 401K accounts or other qualified plans. It is not uncommon for these accounts to have amassed seven figures of total dollars. It is also usually the case that little attention has been focused on what will happen to […]
“A true annuity specialist is someone who helps you decide the safe money decision that feels right to you, even if that decision is to purchase nothing at all.”- Ed Hochard. All financial choices are, at their heart, personal decisions based on an investor’s unique situation, risk tolerance, and retirement goals. The decision to purchase […]
What is it about contentment that causes people to be blind to danger? As defined by http://www.dictionary.com, a parable is a short allegorical story designed to illustrate or teach some truth, religious principle, or moral lesson. The parable we are talking about today is to teach the truth about people and how they behave. The […]
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Be A Surgeon cut the Tax Tumors out of your retirement accounts In 1999, at the age of 27, I woke up in a hospital emergency room. The doctor explained that I had arrived at the ER several hours earlier because I had had a seizure. The MRI revealed a large tumor and referred to […]
Make sure you understand the financial burden of long-term care. What’s one of the quickest ways your clients can blow through their retirement nest egg? Long Term Care, and with a 70% likelihood of needing some level of extended care, is a predominant retirement risk that should be addressed in every conversation. Many people believe […]
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What did you say? You know how this goes. Markets decline, account values drop, clients get nervous, call you for advice, and now it is up to you to provide comfort and reassurance. What do you say? You probably have some well-rehearsed words of wisdom, but here is my question. Are those soothing, comforting words even […]
“Depending on to whom you listen, the recent GameStop “short squeeze” affair will have little to no impact on long-term investors, or… it will change everything.”-Eric Coons If you saw the film The Big Short, starring Christian Bale, then you have undoubtedly heard of the standard Wall Street practice of “short selling.” While there are […]
According to 2019 census data, 10% of those 65 and older fell below the official poverty measure. However, that number rose to 14.4% by 2020. A big reason for this is that older people are more likely to use costly services like staying overnight in a hospital or a skilled nursing home. What is most […]
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No one knows how to time the stock market, no one! By Brad Pistole – Certified Financial Fiduciary® I’ve been the host of Safe Money Radio for more than a decade. If you’ve ever listened to one of my shows, you will hear me say one thing regularly when it comes to your retirement plan […]
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Many people stay in the market too long because they want to increase their earnings by just another bit. This particular strategy can have a nasty ending.
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